Filed March 27, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,916 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,268 | $50,815+8.8% | $155,509-64.5% | $77,643-28.8% |
| Participation rate | 76.8% | 63.1%+13.7pp | 78.2%-1.4pp | 70.6%+6.3pp |
| Annual return | 11.56% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,032 | $1,993+2.0% | $4,672-56.5% | $2,726-25.5% |
| Participant deferral / active EE | $5,268 | $2,822+86.7% | $5,626-6.4% | $4,647+13.4% |
| Admin fee / account holder | $51 | $437-88.3% | $15,912-99.7% | $430-88.2% |